Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Commerce Bancshares CBSH Stock Holding History

Jacobs Levy Equity Management’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,856
Closed -$316K – 948
2024
Q3 		$316K Buy
+5,856
New +$325K ﹤0.01% 881
2019
Q4 		– Sell
-10,268
Closed -$443K – 1002
2019
Q3 		$443K Sell
10,268
-259,531
-96% -$10.8M 0.01% 735
2019
Q2 		$11.4M Sell
269,799
-17,130
-6% -$722K 0.16% 171
2019
Q1 		$11.8M Sell
286,929
-105,645
-27% -$4.52M 0.17% 154
2018
Q4 		$15.7M Sell
392,574
-259,306
-40% -$11.1M 0.28% 100
2018
Q3 		$29.1M Buy
651,880
+70,770
+12% +$3.3M 0.41% 58
2018
Q2 		$25.5M Sell
581,110
-22,383
-4% -$973K 0.4% 63
2018
Q1 		$24.5M Buy
603,493
+313,965
+108% +$12.5M 0.41% 65
2017
Q4 		$10.9M Buy
289,528
+66,062
+30% +$2.46M 0.19% 161
2017
Q3 		$8.32M Buy
223,466
+25,330
+13% +$919K 0.16% 188
2017
Q2 		$7.26M Buy
+198,136
New +$7.07M 0.16% 184
2015
Q1 		– Sell
-80,639
Closed -$2.05M – 794
2014
Q4 		$2.05M Sell
80,639
-26,017
-24% -$648K 0.04% 376
2014
Q3 		$2.65M Sell
106,656
-1,652
-2% -$42.1K 0.04% 341
2014
Q2 		$2.8M Sell
108,308
-16,772
-13% -$415K 0.05% 346
2014
Q1 		$3.23M Sell
125,080
-44,932
-26% -$1.12M 0.05% 320
2013
Q4 		$4.25M Sell
170,012
-14,331
-8% -$351K 0.06% 318
2013
Q3 		$4.28M Buy
+184,343
New +$4.38M 0.07% 304

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jacobs Levy Equity Management's CBSH Position: Q4 2024 in Review

Jacobs Levy Equity Management sold out of Commerce Bancshares (CBSH) in Q4 2024, closing a stake of 5,856 shares — an estimated $316K sold.

Jacobs Levy Equity Management first reported a position in CBSH in Q3 2013 and held it in 17 quarters. The position peaked at $29.1M in Q3 2018. 466 funds tracked by Wall St. Rank hold CBSH as of Q4 2024.

  • Jacobs Levy Equity Management reported no remaining Commerce Bancshares position as of Q4 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 5,856 Commerce Bancshares shares in Q4 2024, an estimated $316K.
  • Jacobs Levy Equity Management first reported a position in Commerce Bancshares in Q3 2013 and held it in 17 quarters.
  • Jacobs Levy Equity Management's Commerce Bancshares position peaked at $29.1M in Q3 2018.
  • 466 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2024, filed 14 Feb 2025.